IRONWOOD CAPITAL MANAGEMENT CORP

RIASEC RegisteredEst. 1999
Total AUM
$8.2B
Discretionary
$8.2B
100% of AUM
Avg account
$1B
Accounts
8
Employees
43
Advisory reps
9

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
109330
Registered since
July 13, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies74.59%
  • Pooled Investment Vehicles25.41%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ironwood Capital Management Corp is a corporate hedge fund advisor and commodity pool/CTA-type manager focused on institutional clients. Registered with the SEC since 1999, the firm operates as a fee-based manager charging a percentage of assets under management and provides portfolio management for investment companies and pooled investment vehicles. Its advisory remit includes selecting other advisers, which indicates the firm can act as a manager-of-managers or outsource components of portfolio implementation to third-party specialists. Investment activity centers on hedge fund strategies and pooled vehicles rather than retail wealth management. The firm is not positioned as an ESG-focused allocator and is not designated as a multi-state adviser in the regulatory snapshot. The CPO/CTA designation and its hedge fund classification imply active use of derivatives and strategies common to liquidity- and alpha-seeking hedge funds, and its service set suggests it blends direct portfolio management with selection and oversight of external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • ALISON SANGER

    Partner, Chief Operating OfficerCRD 4603717

  • MARTHA BOERO

    Partner and Chief Financial OfficerCRD 4839399

  • JONATHAN GANS

    Chief Executive Officer & PresidentCRD 4378474

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Contacts

3 of 5
  • FREDERICK GANS

    FounderCRD 217379

  • BENJAMIN ZACK

    Partner, Managing DirectorCRD 5771145

  • WILLIAM PHILLIPS

    Partner, Managing DirectorCRD 4854128

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Market Plz
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth